BTO:NYE-John Hancock Financial Opportunities Fund (USD)

FUND | Asset Management | NYE

Last Closing Price

USD 38.24

Change

+0.17 (+0.45)%

Market Cap

USD 0.35B

Volume

0.03M

Avg Analyst Target

N/A

Avg User Target

USD
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2021-08-04 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
BLK BlackRock, Inc

+1.80 (+0.20%)

USD134.06B 24.74 16.18
BAM Brookfield Asset Management In..

+0.69 (+1.27%)

USD89.12B 63.52 11.99
BX The Blackstone Group Inc

+1.59 (+1.38%)

USD82.99B 17.93 N/A
BK The Bank of New York Mellon Co..

-0.51 (-0.98%)

USD44.89B 13.45 N/A
BK-PC The Bank of New York Mellon Co..

N/A

USD41.70B 5.38 N/A
KKR KKR & Co. Inc

+1.23 (+1.90%)

USD37.70B 7.89 4.15
STT State Street Corporation

-1.43 (-1.62%)

USD30.24B 14.02 N/A
AMP Ameriprise Financial, Inc

-4.31 (-1.66%)

USD29.70B 29.99 N/A
STT-PG State Street Corporation

-0.02 (-0.07%)

USD23.28B 4.82 N/A
STT-PD State Street Corporation

+0.05 (+0.17%)

USD21.90B 4.56 N/A

ETFs Containing BTO

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Asset Management)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 26.00% 89% B+ 80% B-
Dividend Return 3.62% 53% F 81% B-
Total Return 29.62% 88% B+ 82% B-
Trailing 12 Months  
Capital Gain 80.04% 97% A+ 87% B+
Dividend Return 10.36% 86% B 93% A
Total Return 90.40% 98% A+ 88% B+
Trailing 5 Years  
Capital Gain 42.47% 90% A- 61% D-
Dividend Return 34.95% 57% F 89% B+
Total Return 77.43% 89% B+ 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 3.40% 77% C+ 48% F
Dividend Return 5.92% 49% F 88% B+
Total Return 9.31% 76% C 58% F
Risk Return Profile  
Volatility (Standard Deviation) 36.01% 8% F 28% F
Risk Adjusted Return 25.86% 23% F 36% F
Market Capitalization 0.35B 56% F 32% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

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User / Independent Analyst Ratings

User Name Target Rating Target Horizon (Months) Target Price User Analysis Date Comment

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.